Nėra interneto ryšio – rodoma išsaugota puslapio versija.
← į stambius investuotojus

Edgewood Management

savininkas · portfelis $9.69 mlrd. · 90 pozicijų · ataskaita 30.06.2026

Akcijų Pozicijos ataskaita už 30.06.2026, pateikta 13.08.2026; pokytis — palyginti su 31.03.2026 · 93

ĮmonėAkcijosVertėportfelio %Ketvirčio Pokytis
NVIDIA Corporation
US:NVDA
4 582 508$917 mln.9.46%−2 427 396
ASML HLDG NV
CUSIP N07059210
432 714$861 mln.8.88%−510 252
Broadcom Inc.
US:AVGO
1 958 035$740 mln.7.63%−1 518 674
Axon Enterprise Inc.
US:AXON
1 124 675$631 mln.6.50%−903 748
Amphenol Corporation
US:APH
3 141 974$554 mln.5.71%−1 462 475
Synopsys Inc
US:SNPS
1 227 964$548 mln.5.65%−981 623
Visa Inc. Class A
US:V
1 588 921$545 mln.5.62%−1 342 426
Shopify Inc
US:SHOP
4 107 065$469 mln.4.84%−1 959 059
Eli Lilly and Company
US:LLY
388 627$466 mln.4.81%−304 830
Netflix Inc
US:NFLX
5 809 348$415 mln.4.28%−8 176 654
Intuitive Surgical Inc
US:ISRG
1 042 949$415 mln.4.28%−513 064
Fair Isaac Corporation
US:FICO
342 818$410 mln.4.22%−194 697
MSCI Inc
US:MSCI
664 098$372 mln.3.84%−737 894
Transdigm Group Incorporated
US:TDG
278 240$371 mln.3.82%−339 261
SPOTIFY TECHNOLOGY S A
CUSIP L8681T102
743 489$341 mln.3.52%−537 207
Reddit, Inc.
US:RDDT
1 654 818$287 mln.2.96%nauja
Vertex Pharmaceuticals Inc
US:VRTX
531 003$264 mln.2.72%−374 126
Tesla, Inc.
US:TSLA
465 267$196 mln.2.02%nauja
LINDE PLC
CUSIP G54950103
357 013$185 mln.1.91%nauja
Amazon.com, Inc.
US:AMZN
769 662$183 mln.1.89%+762 662
Blackstone Inc.
US:BX
1 460 959$172 mln.1.77%−1 052 844
S&P Global Inc
US:SPGI
159 513$65.0 mln.0.67%−496 530
Colgate-Palmolive Company
US:CL
592 023$54.3 mln.0.56%−13 081
Apple Inc.
US:AAPL
145 289$42.0 mln.0.43%−1 413
3M Company
US:MMM
80 576$13.0 mln.0.13%−3 052
AbbVie Inc
US:ABBV
45 542$11.5 mln.0.12%—
Equinix Inc
US:EQIX
9 277$9.67 mln.0.10%−252
iShares Select Dividend ETF
US:DVY · ETF
54 926$8.58 mln.0.09%—
State Street® SPDR® S&P 500®…
US:SPY · ETF
10 947$8.17 mln.0.08%−1 072
Meta Platforms, Inc.
US:META
14 250$8.03 mln.0.08%—
Utilities Select Sector SPDR…
US:XLU · ETF
171 236$7.76 mln.0.08%—
Applovin Corp
US:APP
14 400$7.42 mln.0.08%—
Advanced Micro Devices Inc
US:AMD
12 027$6.99 mln.0.07%−1 080
CME GROUP INC.
US:CME
28 032$6.19 mln.0.06%—
ABBOTT LABORATORIES
US:ABT
68 016$6.17 mln.0.06%—
Prologis Inc
US:PLD
44 795$6.07 mln.0.06%—
Digital Realty Trust Inc
US:DLR
27 826$5.00 mln.0.05%—
Solventum Corp.
US:SOLV
64 611$4.98 mln.0.05%−112
Johnson & Johnson
US:JNJ
18 371$4.67 mln.0.05%—
Dell Technologies Inc.
US:DELL
10 000$4.31 mln.0.04%—
The Bank of New York Mellon…
US:BNY
29 704$4.30 mln.0.04%—
JPMorgan Chase & Co.
US:JPM
12 311$4.03 mln.0.04%−6 860
Allient Inc.
US:ALNT
38 800$3.99 mln.0.04%—
American Tower Corp
US:AMT
22 238$3.64 mln.0.04%—
Gilead Sciences Inc
US:GILD
27 837$3.52 mln.0.04%—
Taiwan Semiconductor Manufac…
US:TSM · depozitoriumo pakvitavimas
6 600$3.15 mln.0.03%−4 500
Cisco Systems Inc
US:CSCO
26 751$3.14 mln.0.03%—
Moog Inc
US:MOG-B · privilegijuotosios akcijos
7 200$3.08 mln.0.03%—
SYSCO CORP
US:SYY
35 136$2.94 mln.0.03%—
PepsiCo Inc
US:PEP
20 881$2.83 mln.0.03%—
AeroVironment Inc
US:AVAV
15 000$2.48 mln.0.03%—
BERKSHIRE HATHAWAY INC
US:BRK-A
4 773$2.39 mln.0.02%+341
Intuit Inc
US:INTU
9 074$2.37 mln.0.02%−1 145 260
Nextera Energy Inc
US:NEE
26 400$2.32 mln.0.02%—
BERKSHIRE HATHAWAY INC
US:BRK-A
3$2.25 mln.0.02%—
Arrowhead Pharmaceuticals In…
US:ARWR
25 000$2.04 mln.0.02%—
Pfizer Inc
US:PFE
82 179$1.98 mln.0.02%—
EATON VANCE TX ADV GLBL DIV
CUSIP 27828S101
82 000$1.93 mln.0.02%—
The Coca-Cola Company
US:KO
20 721$1.68 mln.0.02%—
Veralto Corporation
US:VLTO
14 700$1.30 mln.0.01%—
Agios Pharm
US:AGIO
35 000$1.30 mln.0.01%—
Microsoft Corporation
US:MSFT
3 394$1.27 mln.0.01%—
Bristol-Myers Squibb Company
US:BMY
21 522$1.24 mln.0.01%—
Kimberly-Clark Corporation
US:KMB
11 000$1.21 mln.0.01%nauja
ExxonMobil Holdings Corp
US:XOM
8 529$1.17 mln.0.01%−500
MERCK & CO INC
US:MRK
7 718$992 tūkst.0.01%—
Freeport-McMoran Copper & Go…
US:FCX
14 319$901 tūkst.0.01%—
Duke Energy CORP
US:DUK
6 302$798 tūkst.0.01%—
Airbnb Inc
US:ABNB
4 834$692 tūkst.0.01%−1 050
QXO, Inc.
US:QXO
40 000$691 tūkst.0.01%—
SPDR® Gold Shares
US:GLD · ETF
1 781$656 tūkst.0.01%nauja
ServiceNow Inc
US:NOW
6 191$615 tūkst.0.01%−4 215 235
Biomarin Pharmaceutical Inc
US:BMRN
10 000$572 tūkst.0.01%—
Armata Pharmaceuticals Inc
US:ARMP
80 000$518 tūkst.0.01%−20 000
Ginkgo Bioworks Holdings
US:DNA
50 000$496 tūkst.0.01%—
Uber Technologies Inc
US:UBER
6 804$491 tūkst.0.01%—
PROTHENA CORP PLC
CUSIP G72800108
50 000$490 tūkst.0.01%—
Adobe Systems Incorporated
US:ADBE
2 291$470 tūkst.0.00%—
Chipotle Mexican Grill Inc
US:CMG
13 608$463 tūkst.0.00%—
Waste Management Inc
US:WM
2 000$446 tūkst.0.00%nauja
Walt Disney Co
US:DIS
4 603$443 tūkst.0.00%—
Estee Lauder Companies Inc
US:EL
5 434$429 tūkst.0.00%—
LITHIUM ARGENTINA AG
CUSIP H5012F103
50 000$414 tūkst.0.00%—
Lithium Americas Corp
US:LAC
100 000$385 tūkst.0.00%—
FERRARI N V
CUSIP N3167Y103
1 000$372 tūkst.0.00%—
GRAIL, LLC
US:GRAL
5 000$341 tūkst.0.00%−5 000
Seer Inc
US:SEER
200 000$332 tūkst.0.00%+100 000
SCHWAB CHARLES CORP
US:SCHW
3 500$323 tūkst.0.00%—
Procter & Gamble Company
US:PG
2 200$323 tūkst.0.00%—
The Home Depot Inc
US:HD
777$274 tūkst.0.00%—
ASSERTIO HOLDINGS INC
CUSIP 04546C304
0 (buvo 107 517)——parduota
Boston Scientific Corp
US:BSX
0 (buvo 7 629 399)——parduota
Danaher Corporation
US:DHR
0 (buvo 6 767)——parduota

Mūsų Duomenų Bazės Įmonėse 1

ĮmonėDalisAkcijosAtaskaitos Data
Match Group Inc———
reklama